The chapter explores how weight loss drugs like ZEPBOUND can potentially disrupt companies like ResMed, known for producing CPAP machines for sleep apnea, despite their growing sales. The discussion also raises concerns about the long-term effects of GLP-1 drugs, causing investor uncertainty.
Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there?
(00:21) Jason Moser and Bill Mann discuss:
- Tips for playing the long game with the 2024 election cycle ramping up
- Amazon joining the $2T club, and which member is most likely to experience a big fall.
- Disappointing earnings for Walgreen’s and Nike, while McCormick keeps business zesty.
(19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today.
(31:22) Jason and Bill break down two stocks on their radar: Disney and Itron.
Stocks discussed: AMZN, RMD, WBA, NKE, NVDA, DIS, ITRI
Host: Dylan Lewis
Guests: Jason Moser, Bill Mann, Nicola Twilley, Ricky Mulvey
Engineers: Tim Sparks, Dan Boyd
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